Seeking catalyst driven opportunity
Key Points Netflix stock rose 15.3% in February 2026, mostly because the company dropped its $83 billion bid for Warner Bros. Discovery. The proposed all-cash deal would have multiplied Netflix’s debt load by 5 or 6 times, spooking investors. The company still has growth options …
Key Points Target’s new CEO, Michael Fiddelke, took over in February 2026. The company has faced intense backlash and boycotts that have affected sales. Target’s 2026 guidance anticipates net sales growth of 2%. 10 stocks we like better than Target › Don’t call it a …
Are your holdings on the move? See my updated ratings for 126 stocks. Source: iQoncept/Shutterstock.com During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close …
Shares of SandRidge Energy, Inc. SD have declined 1.3% since reporting results for the fourth quarter of 2025. This compares with the S&P 500 index’s 0.7% return over the same period. Over the past month, the stock has declined 11.3%, underperforming the broader market as …
Key Points Meta signed deals to put both Nvidia and AMD chips in its data centers in February. The deals enable Meta to optimize its hardware for specific AI tasks. All three companies may benefit from these deals, but one stock stands out as a …
Key Points AMD posted sales and earnings beats for Q4, but its stock fell because some investors expected stronger guidance. The stock fell in response to bearish sentiment surrounding AI valuations and macroeconomic concerns. AMD announced a big contract win with Meta Platforms last month. …
Key Points A newly published survey from Bank of America asked investment-grade credit investors to name their top concern right now. Despite the recent hype about AI disrupting software companies and making corporate “knowledge worker” jobs obsolete, these investors are much more worried about the …
Key Points Netflix investors appear relieved that the streaming giant isn’t making a massive acquisition. The company had been in a bidding war to buy Warner Bros., but it recently backed away from those efforts. It still plans to invest in expanding its content, but …
Key Points Ford should remain a low-margin and low-growth business, which doesn’t bode well for investment returns. The company hopes that its electric vehicle segment will be profitable in 2029, as it tightens its strategic focus. Shares lagged the S&P 500 in the past 10 …
Moderna stock has jumped after the legal settlement, but valuation concerns remain. The biotech sector showed resilience despite rising geopolitical tension. What are the best biotech stocks to watch right now? Biotech company stock emerged as one of the biggest gainers among large US companies …